See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,842 | $95,266-55.0% | $82,389-48.0% | $142,382-69.9% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 19.39% | 25.74%-6.4pp | 28.67%-9.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,876 | $2,991+29.6% | $2,517+54.0% | $4,299-9.8% |
| Participant deferral / active EE | $6,216 | $4,809+29.3% | $4,155+49.6% | $6,507-4.5% |
| Admin fee / account holder | $3,956 | $8,563-53.8% | $7,231-45.3% | $12,624-68.7% |